Customer Finance Master Maintenance

Use the Financial Panel to view a variety of customer financial information including their Age Balances, discount amounts, deposit amounts, daily interest amounts, billing and usage totals. In addition, you can select another customer to view. The table following the window example describes the Financial Panel for Customer Finance Master Maintenance.

Financial Panel Field Descriptions Tip: To see more information about a field, click the hyperlink for the field name.
Account Number	Displays the Customer ID for the current customer. (up to 12 characters) Tip: To view another customer, enter the Customer ID.
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s]
	IMPORTANT Although Save is available, you can not change any fields during the Financial Panel of Customer Finance Master Maintenance.
	To view all of the existing customers, click Search. From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
	To display an existing customer, enter the Customer ID and click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t]
Last Payment Tip: You can also view the following customer payment information during the Status Panel of the Customer Inquiry.
Date	Displays the date the customer made their last payment for the service balance.
Amount	Displays the last amount the customer paid on their service balance.
Discount Allowed Tip: You can also view the following customer discount information during the Status Panel of the Customer Inquiry.
Amount	Displays the current calculated Discount Amount, which can be applied to the customer's service balance if paid by the Discount Date, if applicable.
Date	Displays the date through which the Discount Amount can be applied to the customer's service balance, if applicable.
Deposit Tip: You can also view the following customer deposit information during the Status Panel of the Customer Inquiry.
Amount	Displays the amount of the deposit the customer paid for the service, which was posted to their account when the Cash Receipts Post is run.
Date	Displays the date the deposit was posted to the customer's account.
Interest	Displays the amount of Interest accrued for the customer's deposit amount so far this year.
Year-To-Date
Interest	Displays the amount of accumulated Daily Interest, which was assessed on the customer's outstanding balance so far this year.
Interest Tip: The following fields pertain to Daily Interest, if applicable.
Interest Accrued	Displays the amount of Daily Interest assessed for the customer's overdue service balance for the current period.
Last Accrued Date	Displays the date the Daily Interest was last assessed for the customer's service overdue balance.
Interest Chargeable Balance	Displays the charge balance that was used to assess the Daily Interest.
Interest Total Balance	Displays the Daily Interest Total Balance.
Last Period Aging Date	Displays the date of the last period aging for the customer's service.
Last Year Aging Date	This field is reserved for future use.
Year-To-Date
Charges	Displays the dollar amount accumulated for the customer's charges for the service so far this year.
Usage	Displays the amount of usage the customer has been billed for the service so far this year.
Average Usage	Displays the calculated average amount of usage the customer consumes each billing cycle.
Number of Bills	Displays the number of statements generated so far this year for the customer's service.
Last Year-To-Date
Charges	Displays the dollar amount accumulated for the customer's charges for the service by the end of last year.
Usage	Displays the amount of usage the customer consumed for the service by the end of last year.
Customer Aging
Age Balances Detail	The customer's AR Balances detail: Curr - Current Balance for the service 30-Day - 30-day old balance for the service 60-Day - 60-day old balance for the service 90-Day - 90-day old balance for the service 120-Day - 120-day old balance for the service 150-Day - 150-day old balance for the service Calculated FC - Calculated Finance Charge amount for the service Previous FC - Previous Finance Charge amount for the service Current State Charge - Current State Charge amount for the service Prev State Charge - Previous State Charge amount for the service Total - Total AR Balance Note: The Customer Age Balances are defined during the software installation. Because you can tailor the Age Balances to suit your purposes, the field labels in your software may not match the documentation.

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